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iShares Lehman 7-10 Yr Treas. Bond shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in iShares Lehman 7-10 Yr Treas. Bond

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 142k 93.65
2024-03-31 $13M 138k 94.66
2023-09-30 $7.8M 85k 91.59
2023-06-30 $8.2M 85k 96.60
2023-03-31 $2.5M 25k 99.12
2022-12-31 $2.5M 27k 95.78
2022-09-30 $2.6M 27k 95.98
2022-06-30 $2.6M 26k 102.30

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

Morgan Stanley
Fisher Investments
Jpmorgan Chase & Co
Envestnet Asset Management
Pnc Financial Services
Citadel Advisors
Bank of America Corporation
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Centiva Capital
Charles Schwab Investment Management
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock

View all funds holding iShares Lehman 7-10 Yr Treas. Bond